Associate, Fund Investments

Overview

Wittington is looking to strengthen and grow its global, diversified portfolio team with the addition of an Associate, Fund Investments. This investment professional will be part of a growing, entrepreneurial investment team supporting portfolio strategy as well as external manager selection across public and private markets. Duties and Responsibilities

Support and contribute to all aspects of fund investments, including manager sourcing, peer analysis, due diligence, portfolio construction, and ongoing monitoring. Lead due diligence workstreams, performing quantitative and qualitative analysis, reviewing track records, assessing portfolio exposures, and coordinating reference checks. Build and manage relationships with investment managers, including market mapping, outreach, and leading diligence discussions. Develop and refine financial and statistical models to support investment decision making and monitoring, summarizing outputs into actionable insights. Draft investment recommendation memos and presentation materials for investment decision making, incorporating feedback from relevant team members. Contribute to portfolio strategy, including pacing analysis, liquidity planning, and monitoring exposures across asset classes and managers. Monitor existing fund investments through ongoing reviews, performance attribution, risk/ESG assessment, and preparation of portfolio reporting materials. Evaluate and recommend new tools and technologies for portfolio management and be well acquainted with current industry trends. Lead implementation of new technologies, collaborating with cross-functional teams to ensure successful project delivery. Collaborate with the broader Wittington investment team and other departments including legal, finance, tax, and accounting as appropriate. Required Qualifications and Behavioral Attributes

University degree in Statistics, Business, Economics, Mathematics, or a related field is required. CFA and/or CAIA designation (or working towards the designation) is an asset. 3-5 years of relevant work experience in any of the following sectors: private equity, investment banking, equity research, investment consulting or equivalent role. Proficiency with Microsoft Office applications (Word, Excel, and PowerPoint) is required. Knowledge of economic and market data sources (Bloomberg), business intelligence tools (Power BI) and coding languages (Python) are preferred. Strong quantitative and analytical skills and ability to apply these skills in due diligence, portfolio construction and risk measurement processes. Demonstrated ability to collaborate with peers and team leadership. Seeks continuous improvements and efficiencies in workflow. Highly organized and efficient, ability to work independently and manage both workload and deliverables. What We Offer

A friendly, collaborative, and inclusive culture A total rewards package that includes competitive compensation, flexible benefits as well as pension and investment plans Tuition reimbursement and training to help you reach your full potential Wellness programs and initiatives Wittington is an equal opportunity employer committed to promoting a diverse and inclusive workplace. We know our success depends on the perspectives and contributions of all our employees. Diverse backgrounds and experiences make our business stronger. If you are contacted for a job opportunity and require accommodation, please email people.culture@wittington.ca so we can ensure you have an accessible candidate experience throughout the recruitment process. All requests are confidential and used only to meet candidate needs. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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